True Wealth Strategies LLC
Lombard, IL
True Wealth Strategies LLC of Lombard, IL is the broker of record on 9 Form 5500 Schedule A filings covering 8 employer benefit plans, with $1,770 in reported broker commissions (plan year 2025).
Quick answer
True Wealth Strategies LLC (Lombard, IL) is the broker of record for 8 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does True Wealth Strategies LLC have?
- True Wealth Strategies LLC is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors.
- Who are True Wealth Strategies LLC's largest employer clients?
- By plan participants, the largest include Hms Industrial Networks (376 participants), The Points Consulting Extraordinary Senior Living (219 participants) and Passionate Care Management, LLC (168 participants).
- How much does True Wealth Strategies LLC earn in commissions?
- Insurers reported $1,770 in broker commissions and $339 in fees paid to True Wealth Strategies LLC for plan year 2025, per Schedule A Part 1.
- Where is True Wealth Strategies LLC located?
- True Wealth Strategies LLC is based in Lombard, IL.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming True Wealth Strategies LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Hms Industrial Networks | IL | 376 | 2025-12-31 |
| The Points Consulting Extraordinary Senior Living | IL | 219 | 2026-02-28 |
| Passionate Care Management, LLC | IL | 168 | 2025-08-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.